CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.36%
10,395
27
$1.7M 0.35%
7,459
+86
28
$1.69M 0.35%
4,058
29
$1.66M 0.34%
11,219
30
$1.65M 0.34%
10,196
+4,600
31
$1.64M 0.34%
8,742
32
$1.52M 0.31%
5,548
+83
33
$1.5M 0.31%
88,801
+8,564
34
$1.48M 0.3%
6,954
35
$1.46M 0.3%
4,777
36
$1.44M 0.3%
23,213
-225
37
$1.42M 0.29%
5,324
38
$1.41M 0.29%
17,238
+1,772
39
$1.36M 0.28%
10,998
+5,661
40
$1.35M 0.28%
12,485
-1,660
41
$1.3M 0.27%
10,429
42
$1.25M 0.26%
26,028
-997
43
$1.23M 0.25%
3,420
44
$1.2M 0.25%
4,783
45
$1.15M 0.24%
5,525
+2
46
$1.13M 0.23%
13,717
+1,000
47
$1.12M 0.23%
12,000
48
$1.1M 0.23%
14,560
49
$1.07M 0.22%
10,033
-3,894
50
$1.07M 0.22%
31,390
-510
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